Mutual Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Mutual Advisors’s Portfolio FLRG Stock Details FLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Sell	7,623 -20	-0.3%	-$800	0.01%	1158
2026 Q1	$281K	Sell	7,643 -244	-3%	-$9.27K	0.01%	1150
2025 Q4	$299K	Buy	7,887 +25	+0.3%	+$951	0.01%	1089
2025 Q3	$299K	Buy	+7,862	New	+$291K	0.01%	1056

Other funds holding FLRG

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mutual Advisors's FLRG Position: Q2 2026 in Review

Mutual Advisors reduced its Fidelity US Multifactor ETF (FLRG) stake by 0.26% in Q2 2026, selling an estimated $800 and leaving 7,623 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1158.

Mutual Advisors first reported a position in FLRG in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

Mutual Advisors held 7,623 shares of Fidelity US Multifactor ETF worth $313K as of Q2 2026.
Mutual Advisors sold 20 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $800.
Fidelity US Multifactor ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1158 holding.
Mutual Advisors first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.